DFX Intelligence
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Team lift-out
10 advisors left C••••••••• F•••••••• N•••••• for K••••• A••••••• S•••••••• L••
national BDtoBD affiliatedAffiliated broker-dealer or bank to anotherderived from registration dates
Members
| Advisor | Branch | Left | Registered |
|---|---|---|---|
| Clark Mcmahon | Westwood, Ma | Oct 2, 2025 | Oct 1, 2025 |
| Daniel Antonino Sparta | Burlington, Ma | Oct 2, 2025 | Oct 1, 2025 |
| Peter Vincent Donohoe | Westwood, Ma | Oct 2, 2025 | Oct 1, 2025 |
| Douglas R Mavilia | Westwood, Ma | Oct 3, 2025 | Oct 1, 2025 |
| Jason Robert Dohaney | Stockbridge, Ma | Oct 6, 2025 | Oct 8, 2025 |
| Peter J Smith | Westwood, Ma | Oct 6, 2025 | Oct 1, 2025 |
| Timothy Andrew Ryan | Westwood, Ma | Oct 6, 2025 | Oct 1, 2025 |
| James Edward Durand | Stockbridge, Ma | Oct 8, 2025 | Oct 3, 2025 |
| Robert George Abel | Williamstown, Ma | Oct 8, 2025 | Oct 3, 2025 |
| Seth A Shepard | Stockbridge, Ma | Oct 9, 2025 | Oct 22, 2025 |
The rule
- Registrations ended
- Oct 2, 2025 to Oct 9, 2025
- Registered next
- Oct 1, 2025 to Oct 22, 2025
- Branch state
- MA
- Cities
- 4, most in Westwood, Ma
- Registered there that day
- 3,286 (people still on IAPD; an estimate)
- Share of that headcount
- 0.3%
- Succession by the destination
- none on the tape